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Data Analyst with 5 years of experience in financial services
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Competencies
Utilized statistical methods and tools like Excel and SQL to analyze datasets and generate insights.
Created dashboards and visual reports to effectively communicate data insights to stakeholders.
Designed and optimized SQL queries for data extraction, transformation, and loading processes.
Coordinated cross-functional teams to deliver data projects on time and within scope.
Education
Summary
Dedicated data analyst with extensive experience in financial services industry, specializing in data reporting, migration, and visualization.
Key Achievements
- Developed and implemented data reporting tools that improved operational efficiency
- Led multiple data migration projects with minimal downtime and data loss
- Consistently maintained data accuracy and integrity across various client accounts
Experience
Billing Specialist
Provided customer service for Comcast, assisting with billing inquiries and resolving issues., Consistently upsold services for Cable, Internet, and phone, averaging 5 sales per day., Handled Supervisor Calls, addressing escalated customer concerns with professionalism., Trained new recruits on processes and best practices, ensuring smooth onboarding., Expert in utilizing ACSR CRM for accurate customer follow-up and data management.
Client Success Representative
Assisted customers with company insurance inquiries and policy renewals for Amtrust., Prepared 401k documents for audits and internal reviews, ensuring accuracy and compliance., Reopened failed audit attempts, focusing on accuracy and attention to detail., Expert in utilizing VMware Horizon Client to manage customer accounts and operations., Frequently trained new recruits, providing guidance on systems and processes.
Collections Specialist
Provide customers information about the financial status of their accounts., Consistently do follow ups on the accounts that were already on collections., Handled Supervisor Calls, addressing escalated customer concerns with professionalism., Make payment plans for the customers, negotiated their payments, charges and fees., Expert in utilizing ACSR CRM for accurate customer follow-up and data management., Handle customer account and their bills. Handle negotiations and speak with different collection agencies.
Sales Specialist
Conducted proactive cold calls to property owners, presenting customized home renewal and repair solutions., Walked property owners through various service options, ensuring clear communication and active engagement., Confirmed property ownership and identified upsell opportunities for additional services., Effectively handled objections, building trust and strong client relationships., Prepared detailed call reports to maintain accuracy and streamline follow-ups, enhancing service quality.